Yogi, that's a relief - no filling
You may recall I posted some days ago that the son of the client who had died was coming to see me re a new business. He came to see me this morning.
He had come to see me under false pretences, and he is lucky he was someone I had known for years, otherwise I would have told him to get lost and shown him the door. To be fair to him, he did apologise.
He had brought along anoher man who he described as his mentor. Hmmm, I thought to myself, what is going on here . I asked if they wanted coffee which they did, so I went to get them drinks and to calm down before they started. I asked the mentor in what capacity he was attending and he said that he had been doing this work for some time, so was acting as a mentor. The man who I knew then started talking about why he had come - it was nothing to do with me being his accountant - he and his mentor had come to sell their business idea to me to become another member of their club and to get my clients and people I know to buy things and services from the club. It was one of these discount clubs - they were here on a selling visit.
I made it quite clear from the outset that I was not going to join their club as I always maintain neutrality dealing with my clients. If I am dealing with a client I do not want to be seen that I am touting for business unrelated to that of an accountant. The club arranges to get customers the lowest tariff on energy and on telecoms, and also provides a card where customers can get discounts from specified shops (which admittedly are the major players).
It's probably legit, and could save money, but I'm not biting. I steered them away from their sales pitch to what I thought he was there for. How the tax system works, what he needed to do with informing the Revenue, and generally the things I go through with any new client. Also gave him literature to read and links to useful information for businesses on the internet.
I also gave him a small number of business cards, and the mentor also took a card (as he does his own tax and doesn't have an accountant). So who knows, maybe I'll get the mentor as a client in due course. It would be rather ironic if having failed to sell their product to me, I get him as a client as well.